There are many a times when you have submitted a quote for let's say 30 line items of which you receive order of only 10 items.
So how do you make the balance 20 still appear in Quotation Sent list so that our back-office can follow-up for remaining items.
And what if you receive an order against one quote on x day. and after some days you again receive an order for balance items against the same quote?. They quotation goes off from the list when you convert it to sales order.
You should stick to 1 quotation -> 1 sales order, otherwise your process will be confuse and error prone.
When you get the partial order:
- duplicate the quotation.
- on the original quotation remove the non ordered items, close it an go on with it's fulfilment
- on the duplicate, remove the ordered items and add a reference information to record the original quote # this derives from
- inform your client the new number that will be used to track the remaining items quote.
With this, rest of the logistic process with be much simper.
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 7/22/13, 12:13 PM|
|Seen: 2614 times|
|Last updated: 3/16/15, 8:10 AM|